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Franklin Electric

148 hedge funds and large institutions have $1.33B invested in Franklin Electric in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $1.13B → $1.33B (+$203M)

2% more funds holding

Funds holding: 145148 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 58

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
50
Reduced
58
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$108M +$2.85M +75,600 +3%
BFA
2
BlackRock Fund Advisors
California
$90.5M +$9.62M +255,375 +13%
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$80.6M -$119K -3,170 -0.2%
RA
4
Royce & Associates
New York
$76.1M -$4.97M -131,900 -6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$69M +$5.94M +157,757 +10%
Franklin Resources
6
Franklin Resources
California
$56.5M -$682K -18,120 -1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$46.4M +$11M +291,700 +33%
BIT
8
BlackRock Institutional Trust
California
$44.4M -$491K -13,027 -1%
BTW
9
Boston Trust Walden
Massachusetts
$43.9M +$363K +9,651 +0.9%
TCP
10
TAMRO Capital Partners
Virginia
$41.8M -$509K -13,512 -1%
FPA
11
First Pacific Advisors
California
$38.6M
State Street
12
State Street
Massachusetts
$35.6M -$195K -5,177 -0.6%
Wells Fargo
13
Wells Fargo
California
$34.2M -$1.22M -32,442 -4%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$30.7M -$2.41M -64,097 -8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$29.7M -$657K -17,442 -2%
KAM
16
Keeley Asset Management
Illinois
$29.4M -$226K -6,000 -0.8%
IAMU
17
Impax Asset Management (UK)
United Kingdom
$28M +$674K +17,900 +3%
Northern Trust
18
Northern Trust
Illinois
$27.7M -$543K -14,421 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.2M -$234K -6,216 -0.9%
Invesco
20
Invesco
Georgia
$22.3M +$2.22M +58,854 +12%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$21.9M -$268K -7,129 -1%
IFB
22
iAB Financial Bank
Indiana
$19.9M -$154K -4,100 -0.8%
LCP
23
Lombardia Capital Partners
California
$16.9M -$3.71M -98,591 -19%
GI
24
GAMCO Investors
Connecticut
$14.8M -$37.7K -1,000 -0.3%
GF
25
Gabelli Funds
New York
$14.8M -$124K -3,300 -0.9%

FELE Hedge Fund Activity: Q3 2013 in Review

148 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Franklin Electric (FELE) for Q3 2013, worth a combined $1.33B — up 18% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FELE positions and 9 closed out — a net gain of 4 holders — while 50 added to existing stakes and 58 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $11M. The largest seller was BHF Kleinwort Benson Group, cutting an estimated $6.37M.

  • 148 institutional investors held Franklin Electric (FELE) as of Q3 2013, up from 145 in Q2 2013.
  • Funds reported $1.33B of Franklin Electric stock for Q3 2013, up 18% quarter-over-quarter.
  • 13 funds opened new Franklin Electric positions in Q3 2013 and 9 closed out, a net change of +4 holders.
  • The largest Franklin Electric buyer in Q3 2013 was Neuberger Berman Group, an estimated $11M added.
  • The largest Franklin Electric seller in Q3 2013 was BHF Kleinwort Benson Group, an estimated $6.37M sold.

Based on aggregated 13F filings for Q3 2013.